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Merrill Lynch ESP 401k

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
AllianzGI Global Water Fund Institutional ClassAWTIXAU.S. Large Cap10fund risk1.19%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap12fund risk0.05%
U.S. Equities - Growth     
Fidelity Advisor New Insights Fund Class AFNIAXD+U.S. All Cap - Growth12fund risk0.94%
Goldman Sachs Growth Opportunities Fund Institutional ClassGGOIXC-U.S. Mid Cap - Growth13fund risk0.95%
Dreyfus Research Growth Fund, Inc. Class IDWOIXD+U.S. All Cap - Growth14fund risk0.84%
Wells Fargo Traditional Small Cap Growth Fund - Class InstEGRYXA--U.S. Small Cap - Growth16fund risk0.98%
Columbia Seligman Communications and Information Fund Class R5SCMIXC+U.S. All Cap - Growth19fund risk1.03%
U.S. Equities - Value     
The Hartford Equity Income Fund Class R5HQITXC-U.S. Mega Cap - Value10fund risk0.77%
Fidelity Advisor Equity Income Fund Class AFEIAXC-U.S. All Cap - Value11fund risk0.97%
JPMorgan Mid Cap Value Fund Institutional ClassFLMVXD--U.S. Mid Cap - Value11fund risk0.74%
Invesco Comstock Fund R5 ClassACSHXF-U.S. All Cap - Value13fund risk0.49%
Invesco Energy Fund R5 ClassIENIXF--U.S. Small Cap - Value21fund risk0.79%
Virtus Alternatives Diversifier Fund Class APDPAXC--U.S. Mid Cap - Value7fund risk0.58%
Invesco Equity and Income Fund R5 ClassACEKXC-U.S. All Cap - Value8fund risk0.47%
Specialty     
Invesco Real Estate Fund R5 ClassIARIXB+U.S. Real Estate16fund risk0.88%
Global & Intl. Equity     
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXAInternational Large Cap - Growth6fund risk0.78%
Thornburg International Value Fund Class R5TIVRXC+International Large Cap10fund risk0.96%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
PIMCO Low Duration Fund Institutional ClassPTLDXC+U.S. Treasury - Short2fund risk0.46%
MainStay High Yield Corporate Bond Fund Class IMHYIXC+Bond - U.S. High Yield2fund risk0.76%
Wells Fargo Precious Metals Fund - Class InstEKWYXC++U.S. Treasury - Short / Intermediate24fund risk0.78%
Goldman Sachs Government Income Fund Institutional SharesGSOIXC++U.S. Treasury - Intermediate3fund risk0.58%
Franklin Total Return Fund Advisor ClassFBDAXC++U.S. Treasury - Intermediate3fund risk0.63%
Other     
Columbia Large Cap Growth Fund V Class ZNGIPX Other0fund risk0.92%
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